If your advisors’ comp still lives in a spreadsheet, you know the pain: endless recon, last-minute questions, and a close that always feels tighter than it should.

AdvisorBOB is compensation management software built for RIAs. It helps finance and ops teams calculate advisor comp, run reporting you can stand behind, and manage payouts with less manual work and fewer fire drills. Set up configurable payout structures, route exceptions through oversight and approvals, and keep a searchable audit trail so you can explain the numbers without digging through email threads and five versions of the same file.

The goal is simple: a single source of truth for compensation rules, inputs, outputs, and the proof behind them, so payout cycles get easier to run as the firm grows.

AdvisorBOB is now an AdvicePay company, connecting revenue-to-payout with the broader flow of money through your firm.

Learn more at advisorbob.com.

AdvisorBOB

Org chart

Teams

Offices

AdvisorBOB

Org chart

Teams

Offices

Related companies